新材料50ETF（159761）涨超1.2%，技术迭代与需求扩张驱动行业前景

Core Insights - The demand for high bandwidth memory (HBM) driven by AI data centers and processors is continuously boosting the global semiconductor materials market size [1] - HBM requires higher complexity in processing, stacking layers, and packaging technology, leading to a significant increase in semiconductor material consumption [1] - According to TECHCET, the global semiconductor materials market is projected to reach $70 billion by 2025, with a year-on-year growth of 6%, and is expected to exceed $87 billion by 2029 [1] - In mainland China, the semiconductor key materials market is expected to reach 174.08 billion yuan by 2025, with a year-on-year growth of 21.1% [1] - Advanced processes demand higher purity, stability, and consistency of electronic chemicals, indicating a trend towards market concentration among leading companies [1] Industry Overview - The New Materials 50 ETF (159761) tracks the New Materials Index (H30597), which selects listed companies involved in advanced basic materials, key strategic materials, and cutting-edge new materials [1] - This index reflects the overall performance of listed companies related to new materials, focusing on sectors with high technological content and growth potential [1] - The industry allocation emphasizes new materials related fields such as chemicals and non-ferrous metals [1]